Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IFP ADVISORS INC | 01-09-2024 | 12-31-2023 | 3052 | 2,118,460,002 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIAGEO PLC | cs | 1951 | $191,529 | 1,315 | 0.00 | 0.00 | -132 | -9.12 | 12-31-2023 |
| BATH & BODY WORKS INC | cs | 1952 | $190,940 | 4,424 | 0.00 | 0.00 | -61 | -1.36 | 12-31-2023 |
| TRAVELERS COMPANIES INC | cs | 1953 | $190,764 | 1,002 | 0.00 | 0.00 | -298 | -22.92 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | cs | 1954 | $190,525 | 1,820 | 0.00 | 0.00 | -412 | -18.46 | 12-31-2023 |
